Our Beliefs

I believe everyone deserves financial literacy.

I believe everyone should have the opportunity to talk to a financial advisor regardless of their assets or income.

I believe in diversifying investments to reduce risk.

I believe in foundational financial tools before taking risks with your money.

I believe it is the financial advisor’s responsibility to challenge you with the hard truths about what’s required to get you where you want to go.

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Beliefs Into Action

Where do we go for our financial education? Many Americans are not taught personal financial planning in school. Your friends and family often have figured out their own finances through trial and error, and internet resources can provide conflicting information. These all can complicate deciding what is best for you and your family. Even with good intentions, it is easy to make the wrong financial decision.

Trina O'Connell works with clients to build a healthy relationship with money and finances. She places an emphasis on getting to know each of her clients on a deeper level to identify goals and dreams. To achieve them, her team will develop your unique financial plan and get you started on the path to financial security. 

Our Values:

Integrity       Respect       Dependability       Balance       Transparency

Trina & Austin

Trina's Commitment to You

We are dedicated to becoming your family's trusted advisor. Our team wants to partner with you to steward your life's work with the integrity and respect we have for our own families. Through consistent communication and proper education, we tailor each financial plan to the vision, values, and goals of your family. We are devoted to empowering our lifelong clients to save purposefully, give generously and live abundantly.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.